| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 1,402 | $164,355 | $175,965.02 | $11,610.02 | 7.06% |
Brent Garcia Broadwater Capital Management LLC | 3,666 | $355,749 | $460,119.66 | $104,370.66 | 29.34% |
IFS Group LLC IFS Group LLC | 1,763 | $230,845 | $221,274.13 | -$9,570.87 | -4.15% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 571 | $67,026.51 | $71,523.46 | $4,496.95 | 6.71% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 4,436 | $555,880.21 | $556,762.36 | $882.15 | 0.16% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 2,166 | $269,281.32 | $271,269.84 | $1,988.52 | 0.74% |
Manske Wealth Management Manske Wealth Management | 2,243 | $243,119.6 | $280,958.18 | $37,838.58 | 15.56% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 223 | $27,649.49 | $27,932.98 | $283.49 | 1.03% |
Gassan Kassira Kassira Wealth Management LLC | 4,294 | $538,284.5 | $538,939.94 | $655.44 | 0.12% |
Adam Weisner Sherman Porfolios LLC | 43,603 | $5.71M | $5.46M | -$248,489.28 | -4.35% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 84 | $10,999 | $10,520.16 | -$478.84 | -4.35% |
Eric C. Jansen Finivi Inc. | 6,121 | $650,198.27 | $766,716.46 | $116,518.19 | 17.92% |